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Doug Fritz, F2 Strategy
From FinTech April 3, 2020

Fintech on Friday: Wealth managers changing their ways

US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business

From FinTech March 30, 2020

Coronavirus crisis to reshape private banks digital offerings but also strength human voice

The coronavirus crisis means huge changes for private banks and wealth advisers, claimed Alessandro Tonchia, co-founder of Finantix, in PWM's first wealthtech webinar, with digital channels coming to the fore, but human interaction more important than ever

Sim S Lim, DBS
From FinTech March 17, 2020

Coronavirus accelerates private banks’ drive to digital

The Covid-19 outbreak has forced private banks to embrace working from home and to offer digital advice, but some are finding their systems and procedures severely tested

Tony Gaughan, Deloitte
From FinTech December 17, 2019

Digital advances open door to customised approach to asset management

Technology is being used by asset managers to both promote their brands and lower operational costs

Jud Bergman, Envestnet
From FinTech December 20, 2019

Fintech on Friday: How Envestnet blazed a tech trail for wealth management

In the 20 years since its foundation, Envestnet’s tech offering grew to service around a third of the US market by marrying demand with strategic developments

Toolkit
From FinTech October 25, 2019

Fintech on Friday: The new era of portfolio management toolkits

A new range of technology tools is now available to help wealth managers manage private clients’ money in a more efficient manner

VR headset teaser
From FinTech September 13, 2019

Fintech on Friday: What women want from wealth management technology

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Alessandro Tonchia, Finantix
From FinTech August 30, 2019

Fintech on Friday: How AI can bolster the human side of wealth management

Technology can help relationship managers to provide clients with a more personalised service, claims Alessandro Tonchia, co-founder of Finantix

Judges
From FinTech August 28, 2019

Private banks slowly but surely adapting to digital era

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Smartphone
From FinTech August 16, 2019

Fintech on Friday: How technology can deliver enhanced client value

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

Isle of Man flag
From FinTech August 2, 2019

Fintech on Friday: Isle of Man opens its arms to blockchain enterprises

The Isle of Man has big plans for its digital economy and a new initiative aims to get blockchain businesses to set up on the island

Robot hand
From FinTech July 19, 2019

Fintech on Friday: Vendors partner up to meet needs of wealth managers

Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors and their customers, including wealth managers, stand to benefit

Sharmil Patwa, Opus Una Financial Services Consulting
From FinTech July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Luigi Pigorini, Citi
From FinTech June 21, 2019

Fintech on Friday: Citi sees no need for warp speed on digital journey

Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

Yuri Bender web
From FinTech June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

DNA
From FinTech June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

Elisabeth Dana, Infinity Circle web
From FinTech May 17, 2019

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

Eye code
From FinTech May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Netflix
From FinTech April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

Superman
From FinTech April 12, 2019

Fintech on Friday: Creating Superman through the application of technology

New tools to empower relationship managers already exist. Without them, they will not be able to compete

Benoit Legrand, ING web
From FinTech March 15, 2019

Fintech on Friday: Why it takes blood, sweat and tears to foster an innovative mindset

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

iPad and papers
From FinTech March 1, 2019

Fintech on Friday: CLM – a toolkit that benefits both clients and bottom lines

Client lifecycle management systems can bring cost savings and provide wealth firms with a better understanding of customers

Facebook privacy
From FinTech February 8, 2019

Fintech on Friday: Striking the right balance between personalisation and privacy

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

Robin Geffen, Neptune
From FinTech February 1, 2019

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Ryan Dodd, Cyberhedge
From FinTech January 25, 2019

Fintech on Friday: Time cyber security took a seat in the boardroom

Data is the most valuable asset some companies hold, but do senior executives really know how their digital defences stack up?

data on screen
From FinTech January 11, 2019

Fintech on Friday: Portfolio management systems adapt to new era

Portfolio management systems have come a long way, but must continue to evolve if they are to deliver in the digital era

Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?

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